| Asset Allocation |
| UBS Shifts to 'Bucket Planning' |
| UBS Wealth Management Research recently published a report describing the firm's adoption of the bucket method: "Retirement Planning Now - Risk: How Much Is Enough?"
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| Interview |
| Five Questions for a Top Retirement Advisor |
| A conversation with Trevor Mathias, Financial Advisor, Morgan Stanley Smith Barney, Chicago.
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| Financial Planning |
| Long-Term Care: Cost Forecasting |
| The LTC Cost Calculator includes adjustable "sliders" so individuals can view various scenarios in real-time, setting the stage for in-depth discussions and risk consideration.
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| Industry Trends |
| Retirement Risk Index Up as Investors Disengage |
| For financial advisors, there is an opportunity to reengage households by demonstrating an understanding of the frustration being felt, consistently offering relevant solutions and appropriately rebuilding balance sheets.
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